NextGen Risk Management:
The Future is Here
The ELFA Credit and Collections Management Conference & Exhibition addresses the new and emerging issues relevant to credit and collections professionals and emerging professionals in the equipment finance industry. The 2018 conference will include sessions on the economy, the equipment finance cycle, alternative financing, human capital issues, the legal and regulatory environment, data analytics, risk and bankruptcy, and other relevant topics. Additionally, the conference will provide ample opportunity to network with colleagues in the equipment finance industry.
- The 2018 Economic Outlook, presented by Beth Ann Bovino, Senior Economist at Standard & Poor's
- Credit & Collection Mananger Effectiveness Surveys
- Would You Do the Deal? Discovering ways to strengthen the transaction and make it work
- Regulatory & Tax Issues
- 2018 Equipment Industry Panel
- Future Technologies
- And MUCH more!
Online registration for this conference will open in Mid March 2018.
Exhibitor & Sponsorship Opportunities
An exhibition is held in conjunction with this conference and many sponsorship opportunities are available. To receive more information about exhibiting or sponsoring, please contact Steve Wafalosky at 440-247-1060 or firstname.lastname@example.org.
|Attendee (ELFA Member, 1st Person)
|Attendee - Non Member (All)
|Attendee Additional (ELFA Member)
|Committee - Member
|Exhibitor Additional (Member)
|Exhibitor Additional (Non Member)
|First Time Attendee To The Conference
|Speaker - Non Member (Attending Entire Conference)
|Speaker -Member (Attending Entire Conference)
|Spouse/Companion of Member
|Spouse/Companion of Non Member
View cancellation and other policies
Session descriptions and speakers are all located in the conference schedule.
Download Conference Schedule
Special Networking Events
New Orleans Ghostly Legends Ghost Tour
Sunday, June 3rd * 6:45 - 9:00 pm
Meet in the hotel’s own, Touche Bar for one of the Best Mint Juleps in New Orleans, then enjoy a walking tour of the French Quarter and it’s infamous ghostly legends! This tour combines some of New Orleans most infamous haunted locations along with the city’s history and its people. Hear the stories of murders and crimes of passion of Old New Orleans. $10 additional fee to attend.
Women's Council Brunch
Monday, June 4th * 11:00 am - 12:15 pm
A wonderful opportunity to network with individuals from across the leasing and finance industry who have an interest in furthering the success of talented women in the industry. No additional fee for conference registrants; however, we do ask that all participants register for this event through the online registration process.
Creole Queen Paddlewheeler Dinner Cruise
Monday, June 4th * 6:15 - 9:15 pm
(pre-registration and additional fee required)
Step back into the glamour and romance of the riverboat era with a cruise aboard the Paddlewheeler Creole Queen! A true New Orleans Creole dinner buffet and drinks will be served on board. The Creole Queen will take you through the sleepless activity of America’s busiest port along the Mississippi River.
Buses load at the hotel at 6:15 pm and passengers board the Creole Queen for an evening cruise from 7:00 until 9:00 pm. All passengers MUST board by 6:50 pm. Buses will take attendees back to the hotel once the cruise docks at 9:00 pm. $85 fee includes: 2 hour cruise aboard the Creole Queen, a buffet dinner and an open bar. Transportation is included.
Creole Queen Dinner Cruise
New Comers Reception
Women’s Council Brunch
Beth Ann Bovino
U.S. Chief Economist
Standard & Poor's, A Division Of The McGraw Hill Co.
Beth Ann Bovino is the U.S. Chief Economist at Standard & Poor's Ratings Services, based in New York. In this position, she develops S&P's U.S. economic forecasts and authors the monthly U.S. Economic Forecast, the quarterly U.S. Risks To The Forecast, the weekly Financial Notes and the Weekly Economics Call. Beth Ann has created Industry Drivers reports for analyst research. She is quoted regularly in the press and has appeared on many major television programs. Further, she has written many articles for popular and professional publications.
Before joining Standard & Poor's in February 2004, Beth Ann spent over ten years doing economic and market research with Sungard Institutional Brokerage, UBS Warburg, and the Federal Reserve.
The Wall Street Journal recognized Beth Ann as the most accurate forecaster of the U.S. economy in 2013.
Beth Ann holds a bachelor's degree in Economics from the Wharton School at the University of Pennsylvania, a master's degree in International and Development Economics from Yale University and a Ph.D. in Economics from Columbia University.
Portfolio Risk Officer
Maxim Commercial Capital, LLC
Ben is a commercial finance consultant providing expertise in creating operational effectiveness in portfolio management, collections, employee development and credit underwriting. Ben's focus is in small business lending.
Previously, Ben was Managing Director and President of Allegiant Partners Inc., an independent equipment finance company headquartered in San Rafael, CA. He was Chief Credit Officer, Board of Directors member, and shareholder since 2000, involved in strategic planning, building operations, capital & banking, personnel, marketing and other key assignments. His skills in credit underwriting and portfolio management drove the delinquencies and losses of Allegiant's non-prime small business portfolio to a level comparable to the "A-Grade" portfolios of the best-managed banks while maintaining robust margins throughout the business cycle.
Prior to Allegiant, Ben spent 11 years as Vice President of Credit Administration for Trinity Capital Corporation, San Francisco, California. At Trinity, he managed strong portfolio growth and performance that led to excellent bank relationships, low cost credit facilities, a premium portfolio servicing business and a strong drive to increase Trinity's shareholder value which ultimately led to Trinity's successful acquisition by Bank of the West in 2002.
Ben's earlier industry experience includes management positions at Bank of America, and CIT.
Managing Editor, TT Features
Seth Clevenger is managing editor of features at Transport Topics, the largest trade publication covering the trucking industry.
He writes and edits news features and produces web and video content for TT’s weekly newspaper, supplemental publications and TTNews.com.
Clevenger, who joined TT in 2011, covers the latest industry developments with a special focus on transportation technology, including autonomous vehicles and driver-assist systems, transportation management software, telematics and mobile communications, data analytics, routing and navigation software, onboard video and more.
He plans, edits and produces TT’s bimonthly iTECH supplement, which examines emerging trends in the transportation technology sector, as well as TT’s annual Top 100 lists of the largest for-hire and private carriers and Top 50 lists of the largest 3PLs and global freight carriers. He also oversees the planning and production of TT’s bimonthly Equipment & Maintenance Update.
Clevenger, currently based in Alexandria, Va., is a native of northwest Ohio. He is a 2005 graduate of Miami University in Oxford, Ohio.
Wells Fargo Securities, LLC
Senior Vice President - Innovation Markets
Key Equipment Finance
Vice President of Customer Service & Collections
Eastern Funding LLC
Quarles & Brady LLP
VP, Federal Government Relations
Equipment Leasing and Finance Association
Andy Fishburn is the Vice President of Federal Government Relations for the Equipment Leasing and Finance Association (ELFA), the premier trade association representing 575+ member organizations in the $1 trillion equipment finance sector.
Mr. Fishburn joined ELFA in September 2012. He directs and operates all aspects of the association’s federal relations strategy and the engagement of members in political programs.
Fishburn has focused on legislative, financial and tax policy matters throughout his distinguished career within the Department of Treasury and the U.S. Congress. He served in legislative affairs positions and as senior advisor to four Secretaries of the Treasury, including as a Deputy Assistant Secretary under Secretaries John Snow and Henry Paulson. During 2010 and 2011, he served on the staff of the U.S. Senate Committee on Finance and worked for Sen. Max Baucus (D-Mont.) on tax policies such as bank taxation, tax administration, oversight of the IRS, tax extenders and small business tax issues. Most recently, he was the Director of Legislative and Intergovernmental Affairs at the U.S. Mint, acting as the Bureau’s lead legislative strategist and congressional liaison.
He has a B.S. in environmental studies from the University of Michigan and a Master of Public Affairs from Indiana University.
Vedder Price P.C.
Arlene N. Gelman is a Shareholder at Vedder Price in the firm's Commercial Litigation and Corporate Reorganization, Bankruptcy and Insolvency groups.
Ms. Gelman concentrates her practice in the representation of lenders, large equipment lessors and other creditors in U.S. state, federal district, appellate and bankruptcy courts, including prosecuting numerous breach-of-contract and replevin actions and representing the interests of secured and unsecured creditors in various state courts and in bankruptcy matters.
Ms. Gelman is a graduate of the University of Illinois (B.A., with distinction, 1989) and Boston University School of Law (J.D., 1994), where she was an Edward F. Hennessey Scholar. Ms. Gelman also served as a staff attorney to the U.S. Bankruptcy Court for the Northern District of Illinois; Law Clerk to the Honorable Ronald Barliant, Bankruptcy Judge for the Northern District of Illinois; Law Clerk to the Honorable Eugene Wedoff, U.S. Bankruptcy Judge for the Northern District of Illinois; and Law Clerk to the Honorable Joan H. Lefkow, U.S. District Court Judge for the Northern District of Illinois.
Ms. Gelman presented the secured creditor's perspective as a speaker and panelist in the program "Triage for the Financially Distressed Business," hosted by the Committee on Business Bankruptcy and the Committee on Corporate Governance at the American Bar Association's 2009 Annual Meeting.
Ms. Gelman has been selected by her peers from 2013 to 2016 as a Leading Lawyer in Bankruptcy & Workout: Commercial and Creditor's Rights/Commercial Collections. In addition, Ms. Gelman received an "AV Preeminent" Peer Rating in Martindale-Hubbell.
Nathan Gibbons, CLFP
Chief Operating Officer
Innovation Finance USA, LLC
Nate began his career in equipment leasing with First American Equipment Finance in 2006. As an early career professional, he attended the ELFA's Future Leasing Leaders Institute, which helped solidify his desire to become an effective and influential leader. In 2013 he was the recipient of the "Chairman's Award" (First American's highest honor) for excellence in character and leadership. In the same year he was also promoted to Vice President and helped develop and manage the company’s learning and professional development strategy.
Nate currently works for Innovation Finance where he is responsible for building and leading the operations team, while also overseeing the company's strategy for recruiting and on-boarding.
Following his passion to help people reach their potential, he recently assumed the role of Chair of the ELFA's Emerging Talent Advisory Council, and also serves on the Board of Directors for the Certified Lease & Finance Professional Foundation.
Nate resides in Webster, New York with his wife Keila and their two sons Noah and Micah.
Director, Portfolio Management
GreatAmerica Financial Services
Dan joined GreatAmerica Financial Services Corporation in September of 2001 and during his tenure has provided portfolio management leadership in nearly every one of GreatAmerica's business units. In his current role, he is responsible for leading the portfolio management team of nearly 30 individuals across all business units. In addition to maintaining acceptable levels of delinquency and minimizing write-offs, he is charged with setting the strategic direction of the function and ensuring that GreatAmerica Financial Services has the right team members, training and tools to be successful in our changing markets. Before joining GreatAmerica, Dan held collection leadership positions with GE Capital Vendor Financial Services in National Accounts, Sundry, and Office Equipment business units. Prior to this, he was the General Manager of H & R Receivables Management.
Dan has been a member of the ELFA Credit and Collections Conference Committee for the past 7 years as well as a regular panel speaker at the conference.
Education: University of Illinois Urbana-Champaign.
Director, Project Finance
Director of Operational Risk
GreatAmerica Financial Services
Dustin joined GreatAmerica in February of 2004. From 2004 to 2007, he led the company’s Vendor Operations Group at a corporate level. From that time, he became the Director of Operational Risk and led the company’s first State of the Portfolio which identifies and strategizes how to handle various forms of risk to GreatAmerica. Dustin is currently in charge of the company’s credit scoring strategy and is leading the effort of streamlining the credit function through process improvements and technological enhancements.
Before joining GreatAmerica, Dustin served as the IT Director for Lamar Bank & Trust Company. Prior to this, he was a Financial Portfolio Consultant for Accenture covering the utilities industry in the Eastern US, Central & South America. Dustin has a Bachelor of Science degree in International Business from the University of North Carolina at Charlotte.
Chief Risk Officer
Marlin Business Services Corp.
Lou Maslowe is Senior Vice President and Chief Credit Officer for Marlin Business Services Corp. Prior to joining Marlin in January of 2017, Mr. Maslowe was employed by DLL, most recently as Chief Risk Officer of the Americas..
Mr. Maslowe has more than 30 years experience in the equipment finance and asset based lending industries. Prior to joining DLL, Mr. Maslowe held senior risk and commercial roles with HSBC Business Loans, HP Financial Services, ORIX Financial Services, and Westinghouse Credit Corporation.
Mr. Maslowe earned an MBA from Drexel University with a concentration in Marketing and received his undergraduate degree in Finance from Bloomsburg University.
Chris Maudlin, CLFP
SVP, Risk and Analytics
Sr. Credit Manager, Bank Channel
Wells Fargo Equipment Finance
Scott McCann joined Wells Fargo Equipment Finance (WFEF) in Minneapolis, MN in 2002, and is currently a Senior Vice President and Senior Credit Manager for WFEF's Bank Channel. WFEF is a diverse equipment finance company operating in the U.S. and Canada, with a managed portfolio totaling nearly $50 billion in assets. Scott's team manages a nearly $10 billion portfolio, comprised of equipment finance transactions primarily with middle market banking customers of Wells Fargo Bank.
Scott has over 20 years of experience in the equipment finance industry; he previously worked as a bank regulator for 11 years, primarily as a National Bank Examiner for the Office of the Comptroller of the Currency.
Scott holds a bachelor's degree in Business Administration from Augustana College, Rock Island, IL.
Chief Credit Officer
TIAA Commercial Finance, Inc.
The Alta Group LLC
Andrew G. (Andy) Mesches, a director at The Alta Group, helps companies increase the growth and profitability of leasing and finance operations by improving their credit risk management strategies. He has extensive expertise in credit underwriting, credit policy, portfolio management, compliance, and collections. He has worked in the financial services industry for four decades, including three in the highly regulated banking industry. Mesches particularly enjoys working with organizations to institute proven and effective approaches to mitigate risk.
Prior to joining Alta, Mesches was executive vice president and chief risk officer at Key Equipment Finance in Superior, Colo., from 1995-2010. There, he was responsible for the management of the company's $10 billion loan and lease portfolio. Preceding Key, Mesches was senior vice president for credit and operations at BancOne Leasing Corporation in Columbus, Ohio. His BancOne responsibilities included management of a $5 billion loan and lease portfolio, various equipment management activities and human resources.
Mesches is a long-time member of the Equipment Leasing and Finance Association and has served on the association's Credit/Collections and Basel II Advisory committees. He received ELFA's Distinguished Service Award in 2012 for his work on behalf of the industry.
Additionally, he is a member of the Advisory Board for the Center of Human Capital located at the University at Buffalo. He received a B.A. Degree in Economics from the State University of New York at Buffalo and also did graduate work at the State University of New York - Albany.
Sr. Manager, Marketing
Stryker Flex Financial
Kara is the Sr. Marketing Manager for Flex Financial, the financial services arm of Stryker, a Fortune 500 medical device company. In this role, she is responsible for the creation of new programs, marketing communications, analytics, and events & training for North America and Europe. Her focus throughout her ten years at Stryker has been around customer & channel partner engagement, continual process improvement, and training & development. An active member of ELFA, Kara is part of the Emerging Talent Advisory Council, serving as a liaison to the Membership Committee.
Kara holds undergraduate degrees in philosophy and economics from Santa Clara University, attained her Master’s degree in Finance from Indiana University’s Kelley School of Business, and is a certified Project Management Professional (PMP). She sits on the Board of Directors for the Kalamazoo Junior Symphony Society and resides in Kalamazoo with her husband and son.
Manager, Credit Strategy Consulting
Patrick Moore has been at PayNet as Manager: Credit Strategy Consulting since 2012, responsible for credit/risk strategy consulting to lenders based on peer benchmarking, credit score analyses, and Strategic Business Reviews. He is also very involved in PayNet’s industry-wide analysis and the creation and publishing of PayNet’s statistical indices. Prior to PayNet he had almost ten years’ experience in small business lending with GE Capital, as a Credit Manager of a team at GE Commercial Distribution Finance, and as a Risk Analyst at GE Transportation Finance. He has a B.S. in Finance from the University of Illinois at Urbana-Champaign, and an M.B.A. from the University of Chicago Booth School of Business.
Michael Mount, CLFP
SVP, Credit Department Head
U.S. Bank Equipment Finance
Michael A. "Mic" Mount joined U.S. Bank Equipment Finance in Portland, Oregon in May 2012 and is currently a Senior Vice President and the Department Head for mid/large ticket underwriting and portfolio review. U.S. Bank Equipment Finance manages a $10 billion equipment portfolio, with transactions originated through vendor and direct channels.
Prior to transitioning to U.S. Bank, Mic was Senior Vice President and Credit Executive at Key Equipment Finance (KEF), where his responsibilities included oversight of the credit underwriting process and credit teams located in offices in the U.S. and Europe. Headquartered outside Boulder, CO, KEF is an affiliate of KeyCorp and managed a $7 billion equipment portfolio at the time of Mic's departure.
Prior to joining KEF in 2001, Mic had worked as a national bank examiner with the Office of the Comptroller of the Currency, as a consultant with a national bank accounting & consulting firm, and as a commercial lender at a Midwest-based regional bank.
Mr. Mount holds a bachelor's degree in business administration from the University of Colorado at Boulder and was awarded the right to use the Chartered Financial Analyst (CFA) designation in 2002. He remains involved with the CU Alumni Association and previously served on the Association's Board of Directors and as Treasurer.
Director, Risk and Compliance
Shubhendu Mukherjee is a Director in the Risk and Compliance solution of Protiviti. He has over 20 years of experience in Financial Services industry and specializes in Anti Money Laundering (AML) and Sanctions. Shubhendu has advised and assisted senior management and Boards on regulatory compliance. Shubhendu has successfully led several global engagements/teams, at large financial institutions to help comply with regulatory requirements. He has also worked at the Financial Market Integrity Group of the World Bank in DC and has significant experience in handling retail and commercial banking operations while working at the State Bank of India.
Cisco Systems Capital Corporation
Senior Vice President, Director of Operations & Asset Resolution
PNC Equipment Finance, LLC
SVP Credit Underwriting
Key Equipment Finance
Director, Accounting Advisory Services
Tim is a Director with KPMG’s Accounting Advisory Services, out of New York. Over the past 12 years, Tim worked in KPMG’s audit and advisory practices in Europe, Australia and the US., specifically focusing on vendor finance companies.
Within KPMG, Tim is a member of the accounting topic teams for Leases and CECL.
Currently Tim leads large accounting change projects and assists companies in getting ready and adopt new accounting standards for expected credit losses (CECL) and leases (ASC 842) along with their IFRS equivalents (IFRS 9 and 16).
Member of the Firm
Chiesa Shahinian & Giantomasi PC
Frank Peretore has served as a trusted legal advisor and counselor to national and regional banks and finance companies ranging from closely held companies to Fortune 100 companies. Frank has over 30 years of experience in commercial lending and leasing with a concentration in equipment finance and leasing and other asset based lending. Frank's representation includes drafting master documentation for equipment leasing and asset based lending for direct and private label programs, TRAC, FMV and other true lease structures, leases intended as security, equipment finance agreements and vendor programs, as well as purchase/sale of one-off deals and full portfolios. Frank's representation has also included the enforcement of lessors' and secured creditors' rights in thousands of matters in the state, federal and bankruptcy courts.
As a long-standing leader in his field Frank has published highly-acclaimed books titled "Workouts and Enforcement for the Secured Creditor and Equipment Lessor," (Lexis/Nexis 2015 edition) and "Secured Transactions for the Practitioner, How to Properly Perfect Your Personal Property Lien and Assure Priority." In 2015, Frank was nominated by Leasing News as one of the 25 most influential attorneys in the U.S. in the Equipment Leasing and Finance Industry.
Prior to joining the firm, Frank was a founding member of the law firm of Peretore & Peretore, P.C.
Frank received his J.D. from Georgetown University Law Center where he was a member of the Dean's List. Frank received his B.S. in Economics from State University of New York College at Oneonta where he graduated with high honors.
President and CEO
Equipment Leasing and Finance Association
Ralph Petta is the President and CEO of the Equipment Leasing and Finance Association (ELFA), the premier trade association representing 550+ member organizations in the $1 trillion equipment finance sector. Mr. Petta leads the organization in executing its mission to foster business development, deliver industry information and analysis, provide educational opportunities and advocate for the industry. He is also President of the Equipment Leasing & Finance Foundation, which is dedicated to inspiring thoughtful innovation and contributing to the betterment of the equipment leasing and finance industry.
Mr. Petta, an authority in the business of equipment finance, has been with the association since 1987. Before assuming the role of President and CEO in January 2016, he served as Chief Operating Officer for six years, providing coordination, direction and oversight of ELFA programs and services designed to add value to the association's member organizations. Prior to that, he served as Interim President. From 1987 to 2010 he was Vice President-Research & Industry Services, managing ELFA's information, benchmarking and market research initiatives. Throughout his career at ELFA, Mr. Petta has assumed leadership roles in virtually all functional areas within the organization, including governance, membership marketing, communications, business and professional development, state advocacy and the association's affiliated Foundation.
He is often quoted in industry trade publications and is a frequent speaker about the role of equipment finance in the U.S. economy and trends and developments in the equipment finance sector.
Mr. Petta is a member of the American Society of Association Executives (ASAE), as well as ASAE's Key Industry Association Committee (KIAC). He completed the ASAE/University of Maryland College of Business and Management executive development certificate program in association management. He also was selected for and participated in the ASAE Future Leaders Conference. Mr. Petta is a member of the Exchequer Club of Washington, DC.
Before joining ELFA, Mr. Petta worked for nine years in the office of United States Senator Sam Nunn, serving in a variety of professional capacities. He was Senator Nunn's legislative assistant when he left to join the association. Mr. Petta graduated from Syracuse University, earning a B.A. degree in political science.
Kevin Prykull, CLFP
SVP & Credit Underwriting Executive
PNC Equipment Finance, LLC
Kevin P. Prykull has worked at PNC in risk management and leasing for more than 29 years. He manages all of the credit underwriting and portfolio functions for PNC’s leasing and equipment financing subsidiaries. He is responsible for the credit and risk activities within leasing, equipment finance, vendor, Canada, alternative energy, and corporate aviation -- including the underwriting and approval of new transactions, portfolio management, and related credit administration matters. PNC’s combined leasing and equipment finance portfolio exceeds $14 billion in assets making the firm the 3rd largest bank leasing company in the country.
Kevin has over 38 years of work experience. He actually has worked twice for PNC and returned in 1999 to establish a credit function for PNC Leasing (predecessor of PNCEF). His other work experience includes: an independent finance company (Senstar Capital Corporation), national lease consulting firm (Amenbal, Deane and Associates), a Fortune 500 manufacturer and captive lessor (Joy Manufacturing), and a local regional bank (Equibank). The majority of his background is in the area of credit, equipment, leasing and consulting.
Mr. Prykull holds an undergraduate degree in accounting (BSBA) from Duquesne University and a Masters in Business Administration (MBA) from Robert Morris University. Although he does not practice, Kevin has passed the Pennsylvania CPA exam.
Prykull has been an active member of Equipment Leasing and Finance Association (ELFA) for more than 25 years. Since 2008, he has served as chair, member and leader on the association’s Credit and Collections (C&C) Planning Committee. In 2013 he was the recipient of the ELFA Distinguished Service Award. The award honors individuals who have made significant contributions to the association and the equipment finance industry. Recently Kevin was invited to join the Research Committee involved in the annual publication of the Summary of Equipment Finance Activity (SEFA).
Kevin has earned and maintains the Certified Lease and Finance Professional (CLFP) designation offered through the CLFP Foundation. Kevin was elected to the Board of Directors of the CLFP Foundation originally in January of 2018 and has been active on the Body of Knowledge Committee and functions as the Subject Matter Expert (SME) for credit. He has volunteered time to teach at the CLFP Foundation’s Academy as well. He is as an Adjunct Professor in Finance at Duquesne University where he has taught for over 30 years. Kevin is a native of the Pittsburgh, PA area and resides in Peters Township with his wife Karen. He has three grown children.
Barry is Managing Director of Commercial Finance at PayNet, responsible for business development, and management of PayNet’s Commercial Finance team in the United States. Barry has also personally managing many of PayNet’s key relationships. Barry has been at PayNet for 7 years. Prior to joining PayNet Barry was president and founder of Struan Partners, LLC, a futures broker group in US Treasuries at the Chicago Board of Trade.
Senior Credit Officer
MB Equipment Finance
Jennifer Poland Rosenberg is the Senior Credit Officer for MB Equipment Finance, overseeing credit and equipment management. She has more than 20 years of experience in risk management, financial analysis and business valuation.
From 2012 until the merger with MB, she was senior vice president, credit for Cole Taylor Equipment Finance. Prior to that, Rosenberg was senior manager with Tucker & Meltzer Valuation Advisors in Baltimore where she focused on corporate valuations of closely held businesses and private equity investments. She spent three years as a risk manager for GE Capital Corporation where she was responsible for underwriting and closings of commercial loans and leases. Rosenberg also held roles with LaSalle National Leasing Corporation, Morgan Stanley, and Ernst & Young LLP earlier in her career. She had earned and held both the CPA and ABV accreditations, both of which are no longer active.
She earned a B.A. in Business Accounting from Franklin and Marshall College, Lancaster, Pennsylvania.
David Schaefer, CLFP
Mintaka Financial, LLC
Mr. Schaefer is the co-founder and Chief Executive Officer of Mintaka Financial, LLC which was established in 2004 as an investment vehicle to fund small ticket, commercial equipment loans and leases. Dave has over thirty years of experience in the commercial equipment finance industry, including senior management responsibility for treasury, operations, information technology, accounting and portfolio management. David's leadership position with Mintaka includes strategic development, capital formation, and developing a network of affiliate partners whom originate transactions. David is also the founder and CEO of Orion First Financial, LLC (Seattle, WA) a loan and lease servicing company which provides underwriting, contract servicing and collection services to banks and independent financial institutions. Prior to establishing Orion he was president, CEO and a member of the Board of Directors of Financial Pacific Company. Dave also founded Checkmate Certified Collections In 1975, a consumer and commercial collection agency.
Dave is presently active with the Equipment Leasing and Finance Association (ELFA) and currently serves on the ELFA Board of Directors and Executive Committee. He is currently the chairman of LeasePAC, the industry's only federal political action committee. Prior to this, he served on the Board of Directors of the United Association of Equipment Lessors, now the National Equipment Finance Association. He chaired the Small Ticket Business Council of the ELFA in 1999 and 2000. He obtained his CLP certification in 1996 making him one of the industry's earliest Certified Leasing Professionals.
Dave lives in Gig Harbor, WA and Scottsdale, AZ with his wife and four children. They enjoy camping, traveling, hiking and kayaking.
AVP, Leasing Credit Manager
U.S. Bank Equipment Finance
James St. Clair
James (Jim) K. St. Clair is Director of Outsourcing at De Lage Landen F.S. with 30 years experience in portfolio management, risk management, commercial and consumer collection, special workouts, repossession, litigation and bankruptcy in the financial services industry. In addition to leading a seasoned team of Litigation Specialists, he manages the company’s 3rd party outsourcing partners, including collection agencies, repossession agents and law firms.
St. Clair joined De Lage Landen F.S. from Bank of America as VP Risk Operations for 16 years and managed a staff of 40 skilled professionals with a small to middle market portfolio of delinquent, workout, litigation and bankrupt leases with a combined exposure exceeding $5 billion and 120,000 lease schedules.
Before his work at Bank of America, St. Clair worked for the Michigan collection law firm of Douglas Shermetta where his role included enforcement of consumer bankruptcy reaffirmations, post judgment enforcement, payment negotiations, locating and attaching debtor assets to satisfy open judgments and collateral recovery.
St. Clair is a member of the 2014 ELFA Credit & Collections Management Committee.
Senior Vice President, Analytics and Product Development
Mr. Ware has 20 years’ experience in banking and equipment finance, including as Senior Vice President, Operations & Chief Credit Officer of American Express Equipment Finance. Mr. Ware became acquainted with PayNet as a potential customer, while serving as Vice President & General Manager of a billion-dollar business unit at CNH (Case) Capital Corporation. In 1987 he founded Sequa Credit Corporation, which is today a subsidiary of Hypercom. His experience includes independent, bank and captive lenders/lessors and covers equipment types ranging from office equipment, telecom, computer and medical to transportation, construction and agricultural. He also has extensive experience with securitization, structuring transactions with rating agencies and surety providers. As Managing Director of PayNet Analytical Services, he is also responsible for PayNet’s Portfolio Benchmarking services.
Mr. Ware received a BA with Distinction in Mathematical Economics from Dartmouth College and began his career as a modeler with a consulting firm now part of Mercer Management Consulting. He subsequently earned an MBA from Harvard.
Chief Credit Risk Officer
Cisco Systems Capital Corporation
Amy Wingate is the Chief Credit Risk Officer for Cisco Systems Capital Global Service Provider Business. Based in Denver, CO, Amy has been with Cisco for ten years. Prior to that Amy was VP of Credit for CitiCapital in the Industrial Equipment space and Director of Financial Services for GE Capital's Access Distribution Business. Working over 23 years in trade, loan and lease finance, Amy has extensive experience in managing credit portfolios. Amy has served on the Credit and Collections planning committee for the 2016 and 2017 conferences. Amy holds a BS in Business Administration and Accounting from the University of Colorado and earned an MBA with a Finance Emphasis from Grand Canyon University.
A block of rooms is being held for attendees of the 2018 Credit & Collections Management Conference at The Omni Royal Orleans, 621 St. Louis Street, New Orleans, LA 70130 at a discounted rate of $189 +tax. Check in time is 3:00 pm and check-out time is 12:00 Noon. Please call Reservations at 1 (888) 444-6664 or use the link below before Monday, May 14, 2018 to ensure the group rate. Reservations made after May 14, 2018 are based on availability and maybe at a higher rate.
Make hotel reservations online here: https://bit.ly/2GjhogB.
Omni Royal Orleans offers graceful elegance in a New Orleans French Quarter hotel. Located on the most fashionable corner, St. Louis at Royal, the hotel has received the Four Diamond luxury.
The full property renovation, completed in March 2013, incorporates modern amenities with classic design in all guest rooms, including 24 new iconic wrought-iron balconies and redesigned public spaces inspired by the liveliness of the area's culture through various color palettes and artwork.
Whether you're visiting New Orleans for work or play, you're in excellent company – Omni Royal Orleans is truly the place to see and be seen. Our popular Zagat-rated Rib Room – Rotisserie Extraordinaire has been the haunt of literary greats and the politically infamous for more than 50 years.
The Omni Royal Orleans is 12 miles to the Louis Armstrong New Orleans International Airport (MSY). Approximate cost from the Louis Armstrong New Orleans International Airport to The Omni Royal Orleans is approximately $33.00 one-way.
Other transportation options include:
* Airport Shuttle: Approximately $24 one-way per person
* Limousine Service: Approximately $75-150 one-way
Local transportation includes:
* Trolley: Four blocks from the hotel, ranging from $1.25 - $1.50
* Riverfront Streetcar Lines: 2 blocks
* Amtrak Station - 1 mile
Covered parking is available at the hotel. Valet parking with unlimited in and out privileges is available for $47.57 per day. Off-site parking is available within 10 blocks.
Things To Do:
Whether you’re looking for events and happenings near the hotel or in the greater New Orleans area, we’ve indexed the best and most interesting events and attractions New Orleans has to offer. Click here for a full list of information.
Omni Royal Orleans
621 St. Louis Street
New Orleans, LA 70130
Certified Lease & Finance Professional Foundation (CLFP)
The CLFP Foundation is a certifying body created in 1980 to raise industry standards among equipment leasing and financing professionals. The Foundation serves as the governing body for CLFP certification and recertification. We provide access to education, training and certification testing through strategic partner alliances.
To become a CLFP, a candidate must have a minimum time in the equipment leasing and finance industry and pass an eight-hour exam. The CLFP Foundation provides the following study tools to prepare for the exam: Body of Knowledge, The Certified Lease & Finance Professionals' Handbook; Certification Exam Outline with Sample Questions; CLFP Mentor Program; and the Academy for Lease & Finance Professionals. For more information, please visit our website at: www.clfpfoundation.org.
LTD Financial Services, LP
LTD Financial Services is a business process outsourcing provider focused on accounts receivable management and collection services for major financial institutions, retailers, credit unions, commercial and auto loan providers. With over 25 years of industry experience, we deliver superior results, customer support and unmatched compliance programs at every level of the recovery spectrum. We offer our clients the concept of a One-Stop-Shop for all of their recovery needs. We understand the importance of treating your consumers with respect, while we find a financial solution that is fair and agreeable to all interested parties. Through multi-channel communications initiatives, we provide consumers the payment options necessary to maximize recoveries through secured web, mail, and by telephone.
MicroBilt is the leading data provider for skip tracing and collection needs. Designed to help debt collection professionals in all aspects of their work, MicroBilt’ s suite of recovery and skip tracing tools provide quick, convenient, and current data that help you prioritize and successfully track people down and collect. MicroBilt provides multiple alternative and collections-specific credit reports, as well as bank account data and more.
MicroBilt also provides a full suite of underwriting and verification solutions in support of small business lending and merchant cash advance. MicroBilt’s Instant Bank Verification (IBV) provides access to detailed real-time and historical bank account information on a business or consumer’s banking activities and account status with over 95% account coverage.
PayNet, Inc. is the leading provider of credit ratings on small businesses, enabling lenders to achieve optimal risk management, growth and operational efficiencies. We serve as trusted, strategic advisors to banks and commercial finance institutions.
Our data analytics provides these C&I lenders accurate, exclusive credit insights derived from our proprietary database, the largest database of small business loans, leases, and lines of credit in existence. Our database encompasses:
- Over 23 million contracts
- More than $1.5 trillion in obligations
TAKING THE RISK OUT OF SMALL BUSINESS LENDING
Using state-of-the-art analytics, PayNet converts raw data into real-time market intelligence and predictive information that subscribing lenders use to make informed small business financial decisions and improve their business strategy.
Offering a variety of powerful products and solutions, PayNet's Small Business capabilities range from historic credit-reporting and automated credit-scoring to detailed strategic business reviews that include:
Portfolio risk measurement
- Default forecasting
- Peer benchmarking
- Critical industry trend analysis
RTR Services, Inc.
Since 1990 RTR Services Inc. has provided specialized, nationwide asset management services to the leasing and financial industry. We specialize in equipment inspections, appraisals, collections, repossessions and remarketing of commercial equipment. We're a company founded on integrity, dependability, market knowledge, sales results, cost effectiveness and accountability. RTR's provides "a higher standard in asset management" which is why banks and finance companies nationwide are choosing RTR as their asset management company.
Our staff of proven professionals are experienced in providing services that are customized to meet your needs. We are committed to your success and are dedicated to seeing that you get the personal attention and flexible services you expect and deserve. We are confident that we are the professionals you can turn to and trust to provide competent, cost-effective solutions to all your inspection and asset management needs.
RTR is a full service, in house, Asset Management Company that utilizes our own staff to provide the following services.
- Cost Effective Inspections
- Pre & Post Funding
- Condition Reports, Photo's
- Delinquent Accounts
- Asset Remarketing
- International "OFAC" Compliant
- Equipment Verification / Audits
- Business and Fleet Liquidations
www.rtrservices.com - www.is-rtr.com.